The geopolitical battle between the US and China has been ongoing for many years and more recently has reared up above the constant noise asset allocators are contending with.
It's been a battle of the world's most liquid market and largest economy, contending with the rapid rise of an ardent competitor that, unabashedly, wants to do things its way and not the path laid out by the West. Both sides are as equally involved in this geopolitical head butting. Just this week, rumours circulated that US president Joe Biden is planning to launch fresh levies against China's electric vehicle sector. Friday Briefing: Maybe the Fed doesn't cut rates this year But the risks seem to be priced into Chinese stocks and not US, especially at the large cap end of the Ame...
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